U.S. Software Stock News

Stock split amendment reshapes Texas Pacific Land’s share structure Texas Pacific Land (TPL) just moved to formalize a stock split by filing an amendment that will more than triple its authorized common shares. The change will take effect in late December under Delaware law. See our latest analysis for Texas Pacific Land. That move comes after a choppy year for Texas Pacific Land, with a 1 year to date share price return of minus 24.56 percent but a positive 5 year total shareholder return of...

If you are wondering whether Commvault Systems at around $124 a share is a bargain, a bubble, or simply fairly priced, you are not alone. This article is designed to unpack exactly what you are paying for. The stock is down 18.4% year to date and 28.3% over the last 12 months, but those drops follow a 96.4% gain over 3 years and 136.0% over 5 years. That combination points to a mix of long term strength and shifting market expectations. Recent headlines have focused on Commvault expanding...

In recent months, several high-profile investors, including Steve Cohen's Point72 Asset Management, Seth Klarman's Baupost Group, and Dan Loeb's Third Point LLC, have disclosed initiating or expanding meaningful positions in Union Pacific, signaling renewed institutional interest in the railroad operator. This clustering of hedge fund buying highlights growing confidence in Union Pacific’s pricing power, wide economic moat, and potential for sustained cash generation even as the freight...

Dragonfly Energy Holdings (DFLI) just paired a fresh distribution deal with National Railway Supply and a new AREMA lithium battery standard, together opening a clearer on ramp into North American rail infrastructure spending. See our latest analysis for Dragonfly Energy Holdings. The new rail partnership lands after Dragonfly Energy launched its Battle Born Power Station Series and deepened its marine OEM ties with World Cat. Yet the latest $0.8711 share price sits against a year to date...

Wondering if Philip Morris International is still a buy after such a strong run, or if the price has quietly crept ahead of its real value? This breakdown is designed to give you a clear, valuation first answer. The stock has climbed 24.6% year to date and 23.3% over the last year, even after a recent 3.7% pullback over 30 days and a shorter term 1.6% bounce in the past week. Recent headlines have focused on Philip Morris International's ongoing global smoke free transformation strategy and...

In recent months, Palomar Holdings, a specialty US property and casualty insurer, reported that its net premiums earned expanded at an annual rate of 46.1% over the last two years. Over the same period, book value per share increased at an annual rate of 39.5%, highlighting a markedly stronger balance sheet that may underpin investor confidence in the business. We’ll now explore how this rapid expansion in net premiums earned could reshape Palomar Holdings’ existing investment narrative...

PDF Solutions (PDFS) has quietly put together an impressive run, with the stock up about 65% over the past 3 months as investors warm to its role in semiconductor manufacturing analytics and yield improvement. See our latest analysis for PDF Solutions. That 64.7% 3 month share price return comes after a much more modest 5.1% 1 year total shareholder return. This suggests momentum has only really kicked in recently as investors reassess its growth and risk profile around $31.92. If PDF...

IDT Corporation has reported past first-quarter 2025 results showing sales of US$322.75 million and net income of US$22.36 million, alongside continued dividends and completion of a multi‑year share buyback totaling 3,976,037 shares for US$66.28 million. Investors also saw a legal cloud lifted as the Delaware Supreme Court resolved the Straight Path class action in IDT’s favor while its Fintech arm nearly doubled income from operations and adjusted EBITDA. We’ll now examine how IDT’s...

MercadoLibre (NasdaqGS:MELI) just took a very real step toward sci fi logistics by rolling out Agility Robotics Digit humanoid robots in its San Antonio fulfillment center to automate repetitive, physically demanding warehouse tasks. See our latest analysis for MercadoLibre. The humanoid robot rollout lands at an interesting moment for MercadoLibre, with the latest share price at $2019.81 and a year to date share price return of 14.44% but a softer 90 day share price return of minus 13.66%...

Pagaya Technologies (PGY) just closed its latest $500 million asset backed securitization tied to consumer loans, the eighth such PAID deal this year, pushing total 2025 ABS funding for personal loans to about $5.4 billion. See our latest analysis for Pagaya Technologies. That funding momentum comes after Pagaya filed a roughly $1.26 billion shelf registration earlier this month. While the 90 day share price return is still down sharply at about 37 percent, the stock’s year to date share...

Honeywell International has announced that Indra Nooyi, former Chair and CEO of PepsiCo and current Amazon audit committee chair, will join its Board as an Independent Director effective January 1, 2026. Nooyi’s combination of global leadership experience, financial expertise, and governance roles at Amazon and Philips may meaningfully influence Honeywell’s boardroom discussions on capital allocation and corporate transformation. Next, we’ll explore how adding a seasoned operator like Indra...

Alcoa recently presented at the Resourcing Tomorrow conference in London, where President and CEO William F. Oplinger outlined the company's outlook and positioning across the aluminum value chain. That update followed quarterly results showing quarterly revenue of US$3.00 billion and net profit of US$232 million, reinforcing analyst views of improving fundamentals as aluminum and alumina prices recover from earlier cyclical lows. We'll now examine how Alcoa's improved profitability and...

Wondering if Wingstop is finally priced for perfection or quietly setting up a value opportunity? Let us unpack what the current share price is really implying about its future growth. After a strong multi year run, the stock has pulled back, with shares down about 10.5% over the last week, 1.6% over the past month, and 19.5% year to date. However, the 3 and 5 year returns are still up 52.9% and 70.6% respectively. That reset has come as investors digest a mix of headlines around restaurant...

Wondering if Annaly Capital Management is still good value after its big run, or if you might be late to the party? This breakdown will walk through what the current price is really baking in. Despite a recent 2.4% dip over the last week and a modest 1.0% gain over the past month, the stock is still up 20.9% year to date and 29.5% over the last year, with a 53.8% gain over three years and 27.2% over five years. Those moves have come as investors refocus on income plays like Annaly in a...

Leonardo DRS, Inc. recently signed a Memorandum of Intent with Saudi Arabia’s Ministry of Defense to explore advanced network computing, combat computing, and ground vehicle modernization solutions supporting the Kingdom’s Vision 2030 defense roadmap. This agreement highlights Leonardo DRS’s push to deepen its role in Middle Eastern defense modernization, potentially broadening demand for its battlefield computing and C6ISR technologies. We’ll now look at how this Saudi defense MOI, centered...

Recently, Coursera reported that average customer spending fell by 7.3% as it prioritized expanding its user base in a highly competitive market, with sales growth over the next 12 months estimated at 6%, below its three-year trend. This combination of lower spend per customer and an expected moderation in overall sales growth raises questions about how effectively Coursera can balance scale with profitability over time. We’ll now examine how the 7.3% drop in average customer spending may...

Knowles (KN) just landed on more institutional radar, with Harvey Partners taking a fresh stake after a quarter of 7% revenue growth and upbeat guidance that lines up with the stock’s emerging breakout setup. See our latest analysis for Knowles. Those bullish signals are already showing up in the tape, with Knowles’ share price at $24.04 and a roughly 20% year to date share price return feeding into a solid 1 year total shareholder return above 20%, suggesting momentum is building rather than...

In early December 2025, ServiceTitan reported third-quarter revenue of US$249.16 million with reduced net loss, issued fourth-quarter and full-year revenue guidance, and announced that TIMEPROOFUSA and Master Roofing Solutions selected its platform as their unified operating system for national expansion. The combination of faster-growing software revenues, ongoing loss reduction, and deeper integrations with major roofing partners such as GAF, EagleView, and ABC Supply underscores...

Federal Realty Investment Trust recently reported mixed third-quarter 2025 results, advanced several major redevelopments at Bala Cynwyd, Hoboken and Santana Row, acquired the Village Pointe lifestyle center in Omaha, and appointed Joseph D. Fisher to its Board of Trustees effective January 1, 2026. Together, these moves highlight Federal Realty’s push to expand its footprint in high-traffic retail locations while balancing redevelopment spending with near-term earnings pressure. Next, we’ll...

Penguin Solutions (PENG) just expanded its SMART DDR5 lineup with new 64GB DDR5 6400 ECC CSODIMM modules, a targeted move at high performance industrial, edge, telecom, and networking workloads. See our latest analysis for Penguin Solutions. The new DDR5 launch comes as Penguin Solutions shares trade at $21.83, with a solid year to date share price return suggesting early momentum, even though the 1 year total shareholder return and the 3 year total shareholder return point to a steadier,...

StandardAero (SARO) just rolled out a fresh catalyst for its stock, authorizing a share repurchase program of up to $450 million, a clear signal about how management views long term value. See our latest analysis for StandardAero. Those moves come after StandardAero’s October 2024 IPO and a string of growth focused updates, with the latest buyback coinciding with a 12.1% year to date share price return and a 7.4% one year total shareholder return. This suggests momentum is quietly...

Kontoor Brands (KTB) has had a rough stretch lately, with the stock down about 20% this year and roughly 21% over the past year, despite solid double digit earnings growth. See our latest analysis for Kontoor Brands. That drop in the 1 year share price return, and the recent slide from a 7 day share price return of minus 9.72 percent to today’s 68.18 dollars, jars with Kontoor’s strong multi year total shareholder returns. This suggests sentiment has cooled even as the long term story stays...

Earlier this month, Cal-Maine Foods announced that Johnathan Zoeller, a seasoned financial and corporate accounting executive with over 25 years of experience and most recently Westlake Corporation’s Vice President, Treasurer and Head of Investor Relations, has joined the company as Chief Financial Officer, Prepared Foods. This appointment comes as Cal-Maine Foods is viewed as a leading cash-producing player in packaged foods, with strong free cash flow supporting both investment and...

Evergy (EVRG) has quietly pulled back about 5% over the past month even though the stock is still up roughly 23% over the past year, which sets up an interesting valuation check. See our latest analysis for Evergy. With the share price now around $73.37, that recent 30 day share price pullback sits against a much stronger year to date gain and a solid multi year total shareholder return profile. This suggests momentum has cooled a bit, but the longer term story is still intact. If Evergy’s...